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BDO Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

BDO Wealth Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$114K Buy
497
+1
+0.2% +$218 0.01% 324
2023
Q1 		$107K Buy
496
+1
+0.2% +$216 0.01% 314
2022
Q4 		$99.3K Buy
495
+1
+0.2% +$205 0.01% 334
2022
Q3 		$96K Buy
494
+1
+0.2% +$215 0.01% 330
2022
Q2 		$97K Buy
493
+1
+0.2% +$217 0.01% 329
2022
Q1 		$122K Sell
492
-50
-9% -$12.3K 0.01% 318
2021
Q4 		$153K Hold
542
– – 0.02% 305
2021
Q3 		$152K Buy
542
+1
+0.2% +$286 0.02% 314
2021
Q2 		$157K Hold
541
– – 0.02% 323
2021
Q1 		$149K Hold
541
– – 0.02% 321
2020
Q4 		$145K Buy
541
+2
+0.4% +$484 0.02% 259
2020
Q3 		$116K Hold
539
– – 0.02% 261
2020
Q2 		$108K Sell
539
-15
-3% -$2.71K 0.02% 269
2020
Q1 		$83K Sell
554
-34
-6% -$6.31K 0.02% 289
2019
Q4 		$117K Buy
588
+14
+2% +$2.66K 0.03% 235
2019
Q3 		$105K Buy
574
+1
+0.2% +$186 0.03% 250
2019
Q2 		$107K Buy
573
+39
+7% +$7.09K 0.03% 240
2019
Q1 		$96K Hold
534
– – 0.03% 227
2018
Q4 		$80K Buy
534
+2
+0.4% +$330 0.03% 223
2018
Q3 		$100K Hold
532
– – 0.03% 217
2018
Q2 		$94K Buy
532
+1
+0.2% +$172 0.03% 219
2018
Q1 		$87K Buy
+531
New +$87.6K 0.03% 194
2017
Q3 		– Sell
-528
Closed -$77K – 547
2017
Q2 		$77K Buy
+528
New +$75.7K 0.03% 192

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BDO Wealth Advisors's VBK Position: Q2 2023 in Review

BDO Wealth Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.2% in Q2 2023, buying an estimated $218 and bringing the position to 497 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #324.

BDO Wealth Advisors first reported a position in VBK in Q2 2017 and has held it in 23 quarters since. The position peaked at $157K in Q2 2021. 863 funds tracked by Wall St. Rank hold VBK as of Q2 2023.

  • BDO Wealth Advisors held 497 shares of Vanguard Small-Cap Growth ETF worth $114K as of Q2 2023.
  • BDO Wealth Advisors bought 1 Vanguard Small-Cap Growth ETF share in Q2 2023, an estimated $218.
  • Vanguard Small-Cap Growth ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #324 holding.
  • BDO Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2017 and has held it in 23 quarters since.
  • BDO Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $157K in Q2 2021.
  • 863 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.